Details Are Part of Our Difference
David Booth on How to Choose an Advisor
20 Years. 20 Lessons. Still Taking the Long View.
Making the Short List: Citywire Highlights Our Research-Driven Approach
The Tax Law Changed. Our Approach Hasn’t.
Category: Video
The Longview Advantage ETF: Your Fund, Built for the Long View
We created the Longview Advantage ETF (EBI) to give our clients the best of evidence-based investing at the lowest possible cost. In this update, Matt Hall and Matt Zenz share how it’s working.
TRANSCRIPT
Matt Hall:
Okay, I told you we’re gonna do more videos. We’re doing another video. I’m here with Matt Zenz, CIO of Hill Investment Group, and the architect of our ETF. We thought it might be fun for you and important to just know a little bit more about the Longview Advantage, ETF. And Matt, one of the things that we’re really proud of that we haven’t communicated maybe to our audience is the Longview Advantage.
ETF symbol EBI is getting a lot of attention. What should our clients know about it? What’s the most important thing they should understand?
Matt Zenz:
Yeah, I think there’s kind of two different ways to look at this. The first is, as an evidence-based investor, which we all are, all of our clients are, is that you win because this is designed better. We combined all of the most compelling ideas across the evidence-based community into one fund. And then we’re implementing it without compromise. Because we’re smaller, which we all are, all of our clients are, is that you win because this is designed better. We combined all of the most compelling ideas across the evidence-based community into one fund. And then we’re implementing it without compromise.
Because we’re smaller, because we’re more nimble, we’re able to more effectively go after what the evidence says. You’re able to pick up the pennies, and that means wins means higher returns for you as a client, but then also as a client of Hill Investment Group, you get to win again because you get this strategy at cost. We don’t charge our clients for it. So that means we run it at the lowest possible cost to our end clients. Our clients save about a half a million dollars a year in fees because they’re, because they aren’t paying what they were paying before some of the other managers. And so you get to win both on the structure of the fund and also the cost of the fund.
Matt Hall:
Yeah. Well that’s obviously a home run. And how has it performed since February? Since it launched?
Matt Zenz:
It performed exactly as it was designed, on par with what we would expect based on how we designed the strategy.
We want to emphasize smaller, deeper value, more profitable companies. We’ve been able to do that as a structure, and the performance has been exactly in line with what you would expect for that type of portfolio.
Matt Hall:
Awesome. Well, thanks for sharing that. To all of our clients, thank you for your support. We’ve had unbelievable confidence in the strategy and just wanted to share this update with you. Let us know if you have any other questions.
Investing for Upgrades: How the Long View Creates Better Experiences
The beauty and benefit of taking the long view is not just about building wealth. It’s about upgrading your experiences.
Transcript:
Hey everyone, Matt Hall here. You’re going to see more of me like this, not just in writing, but on video. We think it’s a warmer way to stay connected. You can see us, you can hear us, and not just read about us.
So last month I shared some reflections on Hill Investment Group’s 20 year journey. And if you missed it, you can catch it somewhere in the post or the link below. And I left something out that I really want to share with you. It’s likely one of the most important observations over the last 20 years of Hill. And then 25 years of doing evidence-based planning and investing.
When I was coming up in this business, as I wrote in Odds On, I was so struck by how powerful the research was and is patient diversified investing.
It works. The data is and was overwhelming. But here’s the thing, people don’t connect to research alone. Those of us in the industry, we love the logic, the data, and the evidence, but most clients aren’t asking for more charts. You want to know, how does this connect to my life? What will this do for me?
And there, that’s where the difference comes in. We spend our time measuring and managing, running the evidence, monitoring the portfolios, staying disciplined and helping you stay disciplined. And what that does for you, for clients is it frees you up to live.
And here is what I’ve noticed. The payoff rarely shows up in mansions or flash. It shows up in upgrades.
The upgraded hotel room where the view changes the trip, the better seat on the plane that makes travel easier. The bike trip where someone else is helping you with just the right amount of support or the family vacation where you, you don’t just go, you upgrade it by bringing kids and grandkids along. Those moments aren’t about showing off wealth. They’re about upgrading experiences, creating memories, and being more present with the people you love.
One client summed it up perfectly when he told me. Now, Matt, the only thing I think about is which pool toys to get out for the grandkids. I think that’s the beauty of taking the long view. It’s not just about building wealth, it’s about upgrading your experiences, turning patience and discipline into more time, more freedom, and more memories with the people who matter most to you.
We thank you for being with us on this journey. Here’s to the next 20 years and all the upgrades that come with them.
We Told You to Tune Out the Noise—So Did the Wall Street Journal
Long before the Wall Street Journal picked it up, we were already tuned in.
A year and a half ago, we hosted a private screening of Tune Out the Noise—a thoughtful, visually arresting short film that captures the essence of what we’ve been saying for years: successful investing isn’t about reacting to the news—it’s about rising above it.
The film, directed by Academy Award-winner Errol Morris and centered on the story of Dimensional Fund Advisors’ David Booth, is now getting the national spotlight. The WSJ recently featured the film and its message, which reinforces what we’ve long believed—and shared with our clients:
Ignore the noise. Focus on what matters. Stick to the plan.
We’re proud to have brought this film to our clients and friends well before it was newsworthy. That’s part of what we do—curate ideas, tools, and insights that help you stay the course, often before the rest of the world catches on.
Read the Wall Street Journal article:
Investing Documentary by Errol Morris Tells You to Do Nothing
